Gladstone Institutional Advisory LLC Diversified Active

CIK: 0001766530 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Jan 30, 2023

Total Value ($000): $842 (100.0% shares, 0.0% debt)

Holdings (516)

AAPL APPLE INC 2.7%
Value ($000) $22 Shares 163,736 Est. Cost $108.43 Unrealized +16.6%
AMZN AMAZON COM INC 2.1%
Value ($000) $18 Shares 5,173 Est. Cost $130.01 Unrealized +27.8%
HYLS FIRST TR EXCHANGE-TRADED FD 2.0%
Value ($000) $17 Shares 355,506 Est. Cost $34.45 Unrealized
SPY SPDR S&P 500 ETF TR 2.0%
Value ($000) $17 Shares 39,395 Est. Cost $207.66 Unrealized
DEED FIRST TR EXCHNG TRADED FD VI 1.7%
Value ($000) $14 Shares 541,824 Est. Cost $0.03 Unrealized
ARKG ARK ETF TR 1.6%
Value ($000) $14 Shares 147,569 Est. Cost $1.10 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $13 Shares 48,122 Est. Cost $198.03 Unrealized +23.6%
FDN FIRST TR EXCHANGE-TRADED FD 1.5%
Value ($000) $13 Shares 51,740 Est. Cost $18.14 Unrealized
IVW ISHARES TR 1.5%
Value ($000) $13 Shares 174,081 Est. Cost $43.70 Unrealized
IVV ISHARES TR 1.4%
Value ($000) $12 Shares 28,207 Est. Cost $251.62 Unrealized
FVD FIRST TR VALUE LINE DIVID IN 1.3%
Value ($000) $11 Shares 282,374 Est. Cost $17.09 Unrealized
IJH ISHARES TR 1.3%
Value ($000) $11 Shares 41,708 Est. Cost $177.86 Unrealized
FTSL FIRST TR EXCHANGE-TRADED FD 1.3%
Value ($000) $11 Shares 224,559 Est. Cost $13.92 Unrealized
FTSM FIRST TR EXCHANGE-TRADED FD 1.2%
Value ($000) $10 Shares 166,104 Est. Cost $30.52 Unrealized
SCHV SCHWAB STRATEGIC TR 1.1%
Value ($000) $9 Shares 129,971 Est. Cost $43.82 Unrealized
GENERAL ELECTRIC CO 1.0%
Value ($000) $9 Shares 79,913 Est. Cost $2.14 Unrealized
FTGC FIRST TR EXCHANGE TRAD FD VI 1.0%
Value ($000) $8 Shares 350,558 Est. Cost $0.02 Unrealized
MINT PIMCO ETF TR 0.9%
Value ($000) $8 Shares 78,181 Est. Cost $11.77 Unrealized
SPDW SPDR INDEX SHS FDS 0.9%
Value ($000) $8 Shares 212,175 Est. Cost $1.68 Unrealized
META FACEBOOK INC 0.9%
Value ($000) $8 Shares 22,406 Est. Cost $258.19 Unrealized +23.4%
IVE ISHARES TR 0.9%
Value ($000) $8 Shares 52,499 Est. Cost $111.41 Unrealized
FPE FIRST TR EXCH TRADED FD III 0.9%
Value ($000) $8 Shares 364,876 Est. Cost $10.75 Unrealized
SCHG SCHWAB STRATEGIC TR 0.9%
Value ($000) $7 Shares 50,950 Est. Cost $66.49 Unrealized
FEX FIRST TR LRGE CP CORE ALPHA 0.9%
Value ($000) $7 Shares 86,330 Est. Cost $14.03 Unrealized
GOOGL ALPHABET INC 0.9%
Value ($000) $7 Shares 3,009 Est. Cost $92.69 Unrealized +25.1%
WCLD WISDOMTREE TR 0.8%
Value ($000) $7 Shares 125,897 Est. Cost $0.05 Unrealized
LDSF FIRST TR EXCHNG TRADED FD VI 0.8%
Value ($000) $7 Shares 342,241 Est. Cost $15.59 Unrealized
FTCS FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $7 Shares 90,389 Est. Cost $2.95 Unrealized
USMV ISHARES TR 0.8%
Value ($000) $7 Shares 92,415 Est. Cost $54.98 Unrealized
RDVY FIRST TR EXCHANGE-TRADED FD 0.8%
Value ($000) $7 Shares 141,055 Est. Cost $0.05 Unrealized
IWF ISHARES TR 0.8%
Value ($000) $7 Shares 24,878 Est. Cost $79.43 Unrealized
IEMG ISHARES INC 0.8%
Value ($000) $7 Shares 98,332 Est. Cost $31.42 Unrealized
FIXD FIRST TR EXCHNG TRADED FD VI 0.8%
Value ($000) $7 Shares 121,459 Est. Cost $10.49 Unrealized
IEFA ISHARES TR 0.6%
Value ($000) $5 Shares 72,836 Est. Cost $18.18 Unrealized
VOO VANGUARD INDEX FDS 0.6%
Value ($000) $5 Shares 13,414 Est. Cost $207.13 Unrealized
VTI VANGUARD INDEX FDS 0.6%
Value ($000) $5 Shares 23,405 Est. Cost $126.02 Unrealized
XOM EXXON MOBIL CORP 0.6%
Value ($000) $5 Shares 79,115 Est. Cost $49.14 Unrealized +1.8%
ITOT ISHARES TR 0.6%
Value ($000) $5 Shares 50,329 Est. Cost $61.81 Unrealized
JNJ JOHNSON & JOHNSON 0.6%
Value ($000) $5 Shares 29,903 Est. Cost $134.89 Unrealized +7.4%
EMQQ EXCHANGE TRADED CONCEPTS TR 0.6%
Value ($000) $5 Shares 77,174 Est. Cost $0.06 Unrealized
VTV VANGUARD INDEX FDS 0.6%
Value ($000) $5 Shares 35,476 Est. Cost $11.20 Unrealized
MDYV SPDR SER TR 0.6%
Value ($000) $5 Shares 70,340 Est. Cost $45.20 Unrealized
FCVT FIRST TR EXCHANGE-TRADED FD 0.6%
Value ($000) $5 Shares 90,447 Est. Cost $19.59 Unrealized
IWD ISHARES TR 0.6%
Value ($000) $5 Shares 29,327 Est. Cost $27.95 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $5 Shares 5,765 Est. Cost $10.48 Unrealized +52.6%
RSP INVESCO EXCHANGE TRADED FD T 0.5%
Value ($000) $5 Shares 30,561 Est. Cost $0.15 Unrealized
DIA SPDR DOW JONES INDL AVERAGE 0.5%
Value ($000) $5 Shares 13,102 Est. Cost $58.75 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $4 Shares 6,470 Est. Cost $154.00 Unrealized +41.0%
SKYY FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $4 Shares 41,157 Est. Cost $7.39 Unrealized
IWM ISHARES TR 0.5%
Value ($000) $4 Shares 18,938 Est. Cost $45.33 Unrealized
DGRO ISHARES TR 0.5%
Value ($000) $4 Shares 85,089 Est. Cost $0.05 Unrealized
IJR ISHARES TR 0.5%
Value ($000) $4 Shares 37,756 Est. Cost $33.37 Unrealized
EDOW FIRST TR EXCHANGE TRADED FD 0.5%
Value ($000) $4 Shares 136,553 Est. Cost $0.03 Unrealized
SCHA SCHWAB STRATEGIC TR 0.5%
Value ($000) $4 Shares 39,974 Est. Cost $53.73 Unrealized
VUG VANGUARD INDEX FDS 0.5%
Value ($000) $4 Shares 14,504 Est. Cost $127.07 Unrealized
AGG ISHARES TR 0.5%
Value ($000) $4 Shares 34,960 Est. Cost $85.32 Unrealized
JPM JPMORGAN CHASE & CO 0.5%
Value ($000) $4 Shares 25,636 Est. Cost $125.29 Unrealized +11.5%
V VISA INC 0.5%
Value ($000) $4 Shares 16,833 Est. Cost $186.11 Unrealized +18.7%
MMLG FIRST TR EXCHNG TRADED FD VI 0.4%
Value ($000) $4 Shares 142,194 Est. Cost $0.03 Unrealized
DSTL ETF SER SOLUTIONS 0.4%
Value ($000) $4 Shares 90,069 Est. Cost $0.03 Unrealized
DIS DISNEY WALT CO 0.4%
Value ($000) $4 Shares 20,666 Est. Cost $150.70 Unrealized +16.6%
DMTKQ DERMTECH INC 0.4%
Value ($000) $3 Shares 84,116 Est. Cost $0.05 Unrealized
GLD SPDR GOLD TR 0.4%
Value ($000) $3 Shares 20,577 Est. Cost $81.21 Unrealized
FMB FIRST TR EXCH TRADED FD III 0.4%
Value ($000) $3 Shares 58,217 Est. Cost $55.07 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.4%
Value ($000) $3 Shares 59,448 Est. Cost $41.99 Unrealized +3.4%
BAC BK OF AMERICA CORP 0.4%
Value ($000) $3 Shares 79,569 Est. Cost $29.83 Unrealized +22.5%
PYPL PAYPAL HLDGS INC 0.4%
Value ($000) $3 Shares 11,075 Est. Cost $212.24 Unrealized +24.2%
SLYV SPDR SER TR 0.4%
Value ($000) $3 Shares 37,108 Est. Cost $53.93 Unrealized
QUAL ISHARES TR 0.4%
Value ($000) $3 Shares 23,760 Est. Cost $0.13 Unrealized
MDYG SPDR SER TR 0.4%
Value ($000) $3 Shares 40,592 Est. Cost $47.06 Unrealized
HD HOME DEPOT INC 0.4%
Value ($000) $3 Shares 9,864 Est. Cost $238.06 Unrealized +19.2%
UPS UNITED PARCEL SERVICE INC 0.4%
Value ($000) $3 Shares 14,734 Est. Cost $129.72 Unrealized +26.5%
FMHI FIRST TR EXCH TRADED FD III 0.4%
Value ($000) $3 Shares 52,694 Est. Cost $49.60 Unrealized
MOAT VANECK VECTORS ETF TR 0.3%
Value ($000) $3 Shares 38,995 Est. Cost $36.08 Unrealized
DNA SOARING EAGLE ACQUISITION CO 0.3%
Value ($000) $3 Shares 289,250 Est. Cost $0.01 Unrealized
QCLN FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $3 Shares 40,511 Est. Cost $0.06 Unrealized
FNY FIRST TR EXCHANGE-TRADED ALP 0.3%
Value ($000) $3 Shares 37,197 Est. Cost $0.07 Unrealized
MRK MERCK & CO INC 0.3%
Value ($000) $3 Shares 36,022 Est. Cost $63.50 Unrealized +1.0%
SHOP SHOPIFY INC 0.3%
Value ($000) $3 Shares 1,909 Est. Cost $71.55 Unrealized +72.2%
FXD FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $3 Shares 45,771 Est. Cost $0.06 Unrealized
BA BOEING CO 0.3%
Value ($000) $3 Shares 11,343 Est. Cost $251.67 Unrealized -3.9%
VEA VANGUARD TAX-MANAGED INTL FD 0.3%
Value ($000) $3 Shares 52,623 Est. Cost $5.06 Unrealized
PFE PFIZER INC 0.3%
Value ($000) $3 Shares 68,324 Est. Cost $29.22 Unrealized +6.1%
FBT FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $3 Shares 15,343 Est. Cost $0.17 Unrealized
UNH UNITEDHEALTH GROUP INC 0.3%
Value ($000) $3 Shares 6,606 Est. Cost $326.86 Unrealized +12.9%
QTEC FIRST TR NASDAQ 100 TECH IND 0.3%
Value ($000) $3 Shares 16,615 Est. Cost $47.00 Unrealized
GLTR ABERDEEN STD PRECIOUS METALS 0.3%
Value ($000) $3 Shares 26,852 Est. Cost $0.09 Unrealized
FXR FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $3 Shares 43,377 Est. Cost $0.06 Unrealized
BND VANGUARD BD INDEX FDS 0.3%
Value ($000) $3 Shares 29,773 Est. Cost $50.03 Unrealized
CRM SALESFORCE COM INC 0.3%
Value ($000) $3 Shares 10,464 Est. Cost $200.38 Unrealized +13.6%
FTXR FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $3 Shares 73,613 Est. Cost $0.03 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $2 Shares 37,381 Est. Cost $40.66 Unrealized +32.5%
COP CONOCOPHILLIPS 0.3%
Value ($000) $2 Shares 40,763 Est. Cost $43.50 Unrealized +8.5%
PSX PHILLIPS 66 0.3%
Value ($000) $2 Shares 28,762 Est. Cost $74.48 Unrealized -5.2%
JMBS JANUS DETROIT STR TR 0.3%
Value ($000) $2 Shares 45,042 Est. Cost $36.25 Unrealized
FYX FIRST TR SML CP CORE ALPHA F 0.3%
Value ($000) $2 Shares 25,582 Est. Cost $0.09 Unrealized
CCOR LISTED FD TR 0.3%
Value ($000) $2 Shares 79,976 Est. Cost $0.03 Unrealized
AIRR FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $2 Shares 56,734 Est. Cost $0.04 Unrealized
FTXO FIRST TR EXCHANGE-TRADED FD 0.3%
Value ($000) $2 Shares 73,676 Est. Cost $0.03 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $2 Shares 906 Est. Cost $84.61 Unrealized +39.8%
FXO FIRST TR EXCHANGE TRADED FD 0.3%
Value ($000) $2 Shares 51,449 Est. Cost $0.04 Unrealized
GGG GRACO INC 0.3%
Value ($000) $2 Shares 28,452 Est. Cost $41.50 Unrealized +70.5%
APRIA INC 0.3%
Value ($000) $2 Shares 76,590 Est. Cost $0.03 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value ($000) $2 Shares 7,431 Est. Cost $237.61 Unrealized +17.6%
UNP UNION PAC CORP 0.2%
Value ($000) $2 Shares 9,187 Est. Cost $192.54 Unrealized +4.1%
FBND FIDELITY MERRIMACK STR TR 0.2%
Value ($000) $2 Shares 37,626 Est. Cost $39.21 Unrealized
XLK SELECT SECTOR SPDR TR 0.2%
Value ($000) $2 Shares 13,546 Est. Cost $18.88 Unrealized
CVX CHEVRON CORP NEW 0.2%
Value ($000) $2 Shares 18,987 Est. Cost $81.10 Unrealized +7.4%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $2 Shares 13,528 Est. Cost $97.66 Unrealized +16.2%
MRNA MODERNA INC 0.2%
Value ($000) $2 Shares 8,246 Est. Cost $152.40 Unrealized +17.3%
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $2 Shares 14,322 Est. Cost $111.69 Unrealized +8.1%
IBB ISHARES TR 0.2%
Value ($000) $2 Shares 11,504 Est. Cost $50.32 Unrealized
ARKK ARK ETF TR 0.2%
Value ($000) $2 Shares 14,209 Est. Cost $18.39 Unrealized
FTA FIRST TR LRG CP VL ALPHADEX 0.2%
Value ($000) $2 Shares 28,206 Est. Cost $39.53 Unrealized
CMCSA COMCAST CORP NEW 0.2%
Value ($000) $2 Shares 32,450 Est. Cost $45.85 Unrealized +7.0%
ABBV ABBVIE INC 0.2%
Value ($000) $2 Shares 16,297 Est. Cost $79.03 Unrealized +19.9%
GSLC GOLDMAN SACHS ETF TR 0.2%
Value ($000) $2 Shares 21,174 Est. Cost $51.55 Unrealized
CSCO CISCO SYS INC 0.2%
Value ($000) $2 Shares 33,846 Est. Cost $42.11 Unrealized +8.8%
RODM LATTICE STRATEGIES TR 0.2%
Value ($000) $2 Shares 58,112 Est. Cost $23.21 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $2 Shares 5,017 Est. Cost $74.11 Unrealized
SLYG SPDR SER TR 0.2%
Value ($000) $2 Shares 19,589 Est. Cost $53.40 Unrealized
HON HONEYWELL INTL INC 0.2%
Value ($000) $2 Shares 7,894 Est. Cost $173.58 Unrealized +10.7%
WFC WELLS FARGO CO NEW 0.2%
Value ($000) $2 Shares 38,145 Est. Cost $34.71 Unrealized +15.2%
VGT VANGUARD WORLD FDS 0.2%
Value ($000) $2 Shares 4,323 Est. Cost $82.30 Unrealized
MCD MCDONALDS CORP 0.2%
Value ($000) $2 Shares 7,402 Est. Cost $189.30 Unrealized +10.6%
ICLN ISHARES TR 0.2%
Value ($000) $2 Shares 70,041 Est. Cost $0.02 Unrealized
RPV INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $2 Shares 21,281 Est. Cost $0.08 Unrealized
XLV SELECT SECTOR SPDR TR 0.2%
Value ($000) $2 Shares 12,822 Est. Cost $15.07 Unrealized
IWR ISHARES TR 0.2%
Value ($000) $2 Shares 20,040 Est. Cost $0.08 Unrealized
NEAR ISHARES U S ETF TR 0.2%
Value ($000) $2 Shares 31,157 Est. Cost $38.10 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $2 Shares 71,827 Est. Cost $0.02 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $2 Shares 72,659 Est. Cost $0.02 Unrealized
UCON FIRST TR EXCHNG TRADED FD VI 0.2%
Value ($000) $2 Shares 57,212 Est. Cost $0.03 Unrealized
TDIV FIRST TR EXCHANGE-TRADED FD 0.2%
Value ($000) $2 Shares 26,427 Est. Cost $30.36 Unrealized
GS GOLDMAN SACHS GROUP INC 0.2%
Value ($000) $2 Shares 3,976 Est. Cost $282.05 Unrealized +13.2%
AMGN AMGEN INC 0.2%
Value ($000) $2 Shares 6,184 Est. Cost $198.57 Unrealized +7.0%
FTC FIRST TRUST LRGCP GWT ALPHAD 0.2%
Value ($000) $1 Shares 13,361 Est. Cost $25.55 Unrealized
LDUR PIMCO ETF TR 0.2%
Value ($000) $1 Shares 14,314 Est. Cost $0.10 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $1 Shares 66,318 Est. Cost $0.02 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED 0.2%
Value ($000) $1 Shares 2,419 Est. Cost $489.82 Unrealized +5.2%
PZA INVESCO EXCH TRADED FD TR II 0.2%
Value ($000) $1 Shares 51,991 Est. Cost $17.22 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $1 Shares 15,406 Est. Cost $61.35 Unrealized +20.1%
MA MASTERCARD INCORPORATED 0.2%
Value ($000) $1 Shares 3,871 Est. Cost $262.10 Unrealized +38.2%
XYZ SQUARE INC 0.2%
Value ($000) $1 Shares 5,728 Est. Cost $186.51 Unrealized +24.4%
BSJO INVESCO EXCH TRD SLF IDX FD 0.2%
Value ($000) $1 Shares 54,945 Est. Cost $0.03 Unrealized
JSMD JANUS DETROIT STR TR 0.2%
Value ($000) $1 Shares 20,393 Est. Cost $37.78 Unrealized
NOBL PROSHARES TR 0.2%
Value ($000) $1 Shares 15,041 Est. Cost $0.09 Unrealized
AXP AMERICAN EXPRESS CO 0.2%
Value ($000) $1 Shares 8,228 Est. Cost $125.41 Unrealized +17.9%
BABA ALIBABA GROUP HLDG LTD 0.2%
Value ($000) $1 Shares 5,985 Est. Cost $22.82 Unrealized
PRF INVESCO EXCHANGE TRADED FD T 0.2%
Value ($000) $1 Shares 8,407 Est. Cost $97.57 Unrealized
IXN ISHARES TR 0.2%
Value ($000) $1 Shares 3,983 Est. Cost $49.19 Unrealized
CELH CELSIUS HLDGS INC 0.2%
Value ($000) $1 Shares 17,526 Est. Cost $18.84 Unrealized +8.1%
BSV VANGUARD BD INDEX FDS 0.2%
Value ($000) $1 Shares 15,903 Est. Cost $29.27 Unrealized
PNC PNC FINL SVCS GROUP INC 0.2%
Value ($000) $1 Shares 6,813 Est. Cost $158.69 Unrealized 0.0%
KO COCA COLA CO 0.2%
Value ($000) $1 Shares 24,013 Est. Cost $44.99 Unrealized +5.1%
SBUX STARBUCKS CORP 0.2%
Value ($000) $1 Shares 11,535 Est. Cost $96.11 Unrealized +5.8%
PEP PEPSICO INC 0.2%
Value ($000) $1 Shares 8,682 Est. Cost $115.36 Unrealized +9.4%
MDT MEDTRONIC PLC 0.2%
Value ($000) $1 Shares 10,330 Est. Cost $106.75 Unrealized +2.6%
T AT&T INC 0.2%
Value ($000) $1 Shares 44,391 Est. Cost $15.71 Unrealized +8.1%
TXN TEXAS INSTRS INC 0.2%
Value ($000) $1 Shares 6,633 Est. Cost $159.26 Unrealized +3.1%
COF CAPITAL ONE FINL CORP 0.1%
Value ($000) $1 Shares 8,159 Est. Cost $107.90 Unrealized +28.4%
AMAT APPLIED MATLS INC 0.1%
Value ($000) $1 Shares 8,766 Est. Cost $108.65 Unrealized +18.6%
EMR EMERSON ELEC CO 0.1%
Value ($000) $1 Shares 12,927 Est. Cost $83.74 Unrealized +2.1%
DOW DOW INC 0.1%
Value ($000) $1 Shares 19,656 Est. Cost $47.59 Unrealized +7.3%
IWP ISHARES TR 0.1%
Value ($000) $1 Shares 10,935 Est. Cost $24.14 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $1 Shares 10,628 Est. Cost $107.53 Unrealized -0.2%
WMT WALMART INC 0.1%
Value ($000) $1 Shares 8,654 Est. Cost $39.09 Unrealized +12.1%
LOW LOWES COS INC 0.1%
Value ($000) $1 Shares 6,169 Est. Cost $146.24 Unrealized +22.8%
NXTG FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $1 Shares 15,622 Est. Cost $0.07 Unrealized
CAT CATERPILLAR INC 0.1%
Value ($000) $1 Shares 5,430 Est. Cost $184.99 Unrealized +14.5%
INVESCO EXCH TRD SLF IDX FD 0.1%
Value ($000) $1 Shares 52,765 Est. Cost $0.02 Unrealized
FDVV FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1 Shares 31,020 Est. Cost $29.47 Unrealized
XLF SELECT SECTOR SPDR TR 0.1%
Value ($000) $1 Shares 31,674 Est. Cost $0.04 Unrealized
BF/A BROWN FORMAN CORP 0.1%
Value ($000) $1 Shares 16,432 Est. Cost $64.80 Unrealized 0.0%
AUPH AURINIA PHARMACEUTICALS INC 0.1%
Value ($000) $1 Shares 89,300 Est. Cost $16.50 Unrealized -22.8%
IHAK ISHARES TR 0.1%
Value ($000) $1 Shares 26,489 Est. Cost $0.04 Unrealized
XT ISHARES TR 0.1%
Value ($000) $1 Shares 17,767 Est. Cost $31.56 Unrealized
BLACKROCK INC 0.1%
Value ($000) $1 Shares 1,279 Est. Cost $0.82 Unrealized
INTC INTEL CORP 0.1%
Value ($000) $1 Shares 19,671 Est. Cost $51.63 Unrealized +3.8%
ORCL ORACLE CORP 0.1%
Value ($000) $1 Shares 14,004 Est. Cost $73.60 Unrealized 0.0%
MELI MERCADOLIBRE INC 0.1%
Value ($000) $1 Shares 700 Est. Cost $1071.49 Unrealized +37.0%
BLACKROCK MUNIHLDGS NJ QLTY 0.1%
Value ($000) $1 Shares 68,087 Est. Cost $14.23 Unrealized
XLY SELECT SECTOR SPDR TR 0.1%
Value ($000) $1 Shares 5,960 Est. Cost $0.17 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 0.1%
Value ($000) $1 Shares 6,734 Est. Cost $96.40 Unrealized
F FORD MTR CO DEL 0.1%
Value ($000) $1 Shares 70,076 Est. Cost $7.77 Unrealized +29.8%
RTX RAYTHEON TECHNOLOGIES CORP 0.1%
Value ($000) $1 Shares 12,203 Est. Cost $67.81 Unrealized +11.7%
SPG SIMON PPTY GROUP INC NEW 0.1%
Value ($000) $1 Shares 7,885 Est. Cost $80.70 Unrealized +19.3%
JPST J P MORGAN EXCHANGE-TRADED F 0.1%
Value ($000) $1 Shares 20,233 Est. Cost $32.35 Unrealized
NEE NEXTERA ENERGY INC 0.1%
Value ($000) $1 Shares 13,563 Est. Cost $66.88 Unrealized -0.6%
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $1 Shares 25,159 Est. Cost $12.13 Unrealized
ATERIAN INC 0.1%
Value ($000) $1 Shares 67,659 Est. Cost $0.01 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $1 Shares 21,013 Est. Cost $0.04 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $1 Shares 4,885 Est. Cost $176.27 Unrealized 0.0%
IWS ISHARES TR 0.1%
Value ($000) $1 Shares 8,403 Est. Cost $0.11 Unrealized
XLI SELECT SECTOR SPDR TR 0.1%
Value ($000) $1 Shares 9,324 Est. Cost $0.10 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $1 Shares 2,394 Est. Cost $338.66 Unrealized +6.0%
ASML ASML HOLDING N V 0.1%
Value ($000) $1 Shares 1,362 Est. Cost $0.63 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $1 Shares 23,916 Est. Cost $25.97 Unrealized
FDL FIRST TR MORNINGSTAR DIVID L 0.1%
Value ($000) $1 Shares 28,269 Est. Cost $0.03 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value ($000) $1 Shares 1,858 Est. Cost $465.59 Unrealized +0.1%
USB US BANCORP DEL 0.1%
Value ($000) $1 Shares 16,417 Est. Cost $41.82 Unrealized +14.1%
VCIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1 Shares 9,835 Est. Cost $74.21 Unrealized
NFLX NETFLIX INC 0.1%
Value ($000) $1 Shares 1,759 Est. Cost $37.09 Unrealized +37.8%
MGK VANGUARD WORLD FD 0.1%
Value ($000) $1 Shares 3,936 Est. Cost $95.84 Unrealized
FYC FIRST TR EXCHANGE-TRADED ALP 0.1%
Value ($000) $1 Shares 12,368 Est. Cost $0.07 Unrealized
XSVM INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $1 Shares 17,638 Est. Cost $0.05 Unrealized
LMT LOCKHEED MARTIN CORP 0.1%
Value ($000) $1 Shares 2,358 Est. Cost $322.41 Unrealized +5.0%
DVY ISHARES TR 0.1%
Value ($000) $1 Shares 7,631 Est. Cost $0.12 Unrealized
NIO NIO INC 0.1%
Value ($000) $1 Shares 16,280 Est. Cost $0.89 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS IN 0.1%
Value ($000) $1 Shares 2,215 Est. Cost $365.36 Unrealized -8.8%
TGT TARGET CORP 0.1%
Value ($000) $1 Shares 3,541 Est. Cost $134.07 Unrealized +42.9%
MET METLIFE INC 0.1%
Value ($000) $1 Shares 14,214 Est. Cost $47.92 Unrealized +14.9%
BRK/A BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $1 Shares 2 Est. Cost $366657.40 Unrealized +14.6%
VXUS VANGUARD STAR FDS 0.1%
Value ($000) $1 Shares 12,726 Est. Cost $36.63 Unrealized
AIG AMERICAN INTL GROUP INC 0.1%
Value ($000) $1 Shares 17,572 Est. Cost $38.84 Unrealized +14.5%
SLB SCHLUMBERGER LTD 0.1%
Value ($000) $1 Shares 25,938 Est. Cost $23.71 Unrealized +17.1%
UPST UPSTART HLDGS INC 0.1%
Value ($000) $1 Shares 6,600 Est. Cost $123.07 Unrealized 0.0%
VNLA JANUS DETROIT STR TR 0.1%
Value ($000) $1 Shares 16,327 Est. Cost $25.61 Unrealized
FOXA FOX CORP 0.1%
Value ($000) $1 Shares 22,049 Est. Cost $33.20 Unrealized +6.5%
LHX L3HARRIS TECHNOLOGIES INC 0.1%
Value ($000) $1 Shares 3,789 Est. Cost $169.48 Unrealized +15.4%
SE SEA LTD 0.1%
Value ($000) $1 Shares 2,907 Est. Cost $0.21 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $1 Shares 6,222 Est. Cost $0.13 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $1 Shares 5,652 Est. Cost $125.21 Unrealized 0.0%
MBB ISHARES TR 0.1%
Value ($000) $1 Shares 7,337 Est. Cost $34.41 Unrealized
ALEXION PHARMACEUTICALS INC 0.1%
Value ($000) $1 Shares 4,248 Est. Cost $0.15 Unrealized
ACN ACCENTURE PLC IRELAND 0.1%
Value ($000) $1 Shares 2,641 Est. Cost $268.15 Unrealized 0.0%
HYG ISHARES TR 0.1%
Value ($000) $1 Shares 8,695 Est. Cost $0.09 Unrealized
TROW PRICE T ROWE GROUP INC 0.1%
Value ($000) $1 Shares 3,841 Est. Cost $141.67 Unrealized +6.9%
CVS CVS HEALTH CORP 0.1%
Value ($000) $1 Shares 9,095 Est. Cost $65.96 Unrealized +6.8%
IXUS ISHARES TR 0.1%
Value ($000) $1 Shares 10,346 Est. Cost $51.97 Unrealized
SMH VANECK VECTORS ETF TR 0.1%
Value ($000) $1 Shares 2,832 Est. Cost $0.21 Unrealized
NVS NOVARTIS AG 0.1%
Value ($000) $1 Shares 8,109 Est. Cost $40.03 Unrealized
LMBS FIRST TR EXCHANGE-TRADED FD 0.1%
Value ($000) $1 Shares 14,527 Est. Cost $26.52 Unrealized
MMM 3M CO 0.1%
Value ($000) $1 Shares 3,697 Est. Cost $122.51 Unrealized +14.6%
OXY OCCIDENTAL PETE CORP 0.1%
Value ($000) $1 Shares 23,379 Est. Cost $25.29 Unrealized 0.0%
NKE NIKE INC 0.1%
Value ($000) $1 Shares 4,713 Est. Cost $112.65 Unrealized +11.6%
ITW ILLINOIS TOOL WKS INC 0.1%
Value ($000) $1 Shares 3,228 Est. Cost $197.77 Unrealized +3.7%
SANDBRIDGE ACQUISITION CORP 0.1%
Value ($000) $1 Shares 70,500 Est. Cost $0.01 Unrealized
FDRR FIDELITY COVINGTON TRUST 0.1%
Value ($000) $1 Shares 16,633 Est. Cost $28.74 Unrealized
BIIB BIOGEN INC 0.1%
Value ($000) $1 Shares 1,997 Est. Cost $302.94 Unrealized 0.0%
MTUM ISHARES TR 0.1%
Value ($000) $1 Shares 3,955 Est. Cost $98.94 Unrealized
SUB ISHARES TR 0.1%
Value ($000) $1 Shares 6,347 Est. Cost $0.11 Unrealized
ESGU ISHARES TR 0.1%
Value ($000) $1 Shares 6,830 Est. Cost $0.09 Unrealized
FIW FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $1 Shares 7,996 Est. Cost $0.08 Unrealized
ABNB AIRBNB INC 0.1%
Value ($000) $1 Shares 4,344 Est. Cost $156.89 Unrealized 0.0%
ANGL VANECK VECTORS ETF TR 0.1%
Value ($000) $1 Shares 20,120 Est. Cost $14.09 Unrealized
XLP SELECT SECTOR SPDR TR 0.1%
Value ($000) $1 Shares 9,448 Est. Cost $0.07 Unrealized
KHC KRAFT HEINZ CO 0.1%
Value ($000) $1 Shares 16,129 Est. Cost $33.82 Unrealized 0.0%
MUB ISHARES TR 0.1%
Value ($000) $1 Shares 5,606 Est. Cost $52.07 Unrealized
IYW ISHARES TR 0.1%
Value ($000) $1 Shares 6,576 Est. Cost $37.44 Unrealized
GD GENERAL DYNAMICS CORP 0.1%
Value ($000) $1 Shares 3,447 Est. Cost $161.58 Unrealized +5.7%
SCHD SCHWAB STRATEGIC TR 0.1%
Value ($000) $1 Shares 8,551 Est. Cost $0.06 Unrealized
IEI ISHARES TR 0.1%
Value ($000) $1 Shares 4,914 Est. Cost $98.16 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 0.1%
Value ($000) $1 Shares 2,324 Est. Cost $264.87 Unrealized -4.2%
PINS PINTEREST INC 0.1%
Value ($000) $1 Shares 8,099 Est. Cost $59.99 Unrealized +16.2%
VYM VANGUARD WHITEHALL FDS 0.1%
Value ($000) $1 Shares 5,981 Est. Cost $72.92 Unrealized
IJK ISHARES TR 0.1%
Value ($000) $1 Shares 7,737 Est. Cost $54.39 Unrealized
ACTIVISION BLIZZARD INC 0.1%
Value ($000) $1 Shares 6,507 Est. Cost $0.10 Unrealized
BIG 5 SPORTING GOODS CORP 0.1%
Value ($000) $1 Shares 24,114 Est. Cost $0.01 Unrealized
LQD ISHARES TR 0.1%
Value ($000) $1 Shares 4,609 Est. Cost $69.49 Unrealized
VNQ VANGUARD INDEX FDS 0.1%
Value ($000) $1 Shares 6,037 Est. Cost $34.10 Unrealized
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $1 Shares 6,531 Est. Cost $77.96 Unrealized +3.7%
EATON VANCE RISK-MANAGED DIV 0.1%
Value ($000) $1 Shares 52,471 Est. Cost $0.01 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $1 Shares 2,513 Est. Cost $104.46 Unrealized
CWB SPDR SER TR 0.1%
Value ($000) $1 Shares 6,841 Est. Cost $0.09 Unrealized
ARKF ARK ETF TR 0.1%
Value ($000) $1 Shares 10,966 Est. Cost $0.05 Unrealized
TWITTER INC 0.1%
Value ($000) $1 Shares 8,547 Est. Cost $0.07 Unrealized
POWW AMMO INC 0.1%
Value ($000) $1 Shares 60,000 Est. Cost $6.55 Unrealized +8.6%
AMT AMERICAN TOWER CORP NEW 0.1%
Value ($000) $1 Shares 2,169 Est. Cost $209.83 Unrealized +5.5%
IEV ISHARES TR 0.1%
Value ($000) $1 Shares 10,998 Est. Cost $0.05 Unrealized
TFC TRUIST FINL CORP 0.1%
Value ($000) $1 Shares 10,510 Est. Cost $47.05 Unrealized 0.0%
BLACKROCK SCIENCE & TECHNOLO 0.1%
Value ($000) $1 Shares 9,620 Est. Cost $0.05 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $1 Shares 3,963 Est. Cost $108.66 Unrealized +12.4%
DOCU DOCUSIGN INC 0.1%
Value ($000) $1 Shares 2,007 Est. Cost $128.84 Unrealized +73.5%
IGIB ISHARES TR 0.1%
Value ($000) $1 Shares 9,247 Est. Cost $22.78 Unrealized
UBER UBER TECHNOLOGIES INC 0.1%
Value ($000) $1 Shares 11,109 Est. Cost $42.28 Unrealized +23.5%
IUSG ISHARES TR 0.1%
Value ($000) $1 Shares 5,494 Est. Cost $47.17 Unrealized
FPX FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $1 Shares 4,340 Est. Cost $0.13 Unrealized
JD JD.COM INC 0.1%
Value ($000) $1 Shares 6,932 Est. Cost $0.08 Unrealized
RPM RPM INTL INC 0.1%
Value ($000) $1 Shares 6,225 Est. Cost $93.06 Unrealized 0.0%
IWN ISHARES TR 0.1%
Value ($000) $1 Shares 3,324 Est. Cost $0.16 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $1 Shares 16,333 Est. Cost $0.03 Unrealized
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $1 Shares 2,322 Est. Cost $107.80 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $1 Shares 22,594 Est. Cost $0.02 Unrealized
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $1 Shares 20,727 Est. Cost $24.98 Unrealized -7.4%
STLD STEEL DYNAMICS INC 0.1%
Value ($000) $1 Shares 8,959 Est. Cost $54.47 Unrealized 0.0%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $1 Shares 6,859 Est. Cost $27.01 Unrealized +13.2%
CALAMOS STRATEGIC TOTAL RETU 0.1%
Value ($000) $1 Shares 29,030 Est. Cost $0.02 Unrealized
PM PHILIP MORRIS INTL INC 0.1%
Value ($000) $1 Shares 5,318 Est. Cost $69.80 Unrealized +9.5%
VGIT VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $1 Shares 7,670 Est. Cost $63.50 Unrealized
EATON VANCE TAX-MANAGED GLOB 0.1%
Value ($000) $1 Shares 50,810 Est. Cost $0.01 Unrealized
TDOC TELADOC HEALTH INC 0.1%
Value ($000) $1 Shares 3,106 Est. Cost $160.13 Unrealized +1.2%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $1 Shares 1,802 Est. Cost $249.16 Unrealized 0.0%
IUSV ISHARES TR 0.1%
Value ($000) $1 Shares 7,127 Est. Cost $32.68 Unrealized
TMDX TRANSMEDICS GROUP INC 0.1%
Value ($000) $1 Shares 15,470 Est. Cost $30.78 Unrealized -9.6%
XLC SELECT SECTOR SPDR TR 0.1%
Value ($000) $1 Shares 6,308 Est. Cost $0.07 Unrealized
VB VANGUARD INDEX FDS 0.1%
Value ($000) $1 Shares 2,260 Est. Cost $106.17 Unrealized
VOE VANGUARD INDEX FDS 0.1%
Value ($000) $1 Shares 3,583 Est. Cost $76.30 Unrealized
TJX TJX COS INC NEW 0.1%
Value ($000) $1 Shares 7,435 Est. Cost $63.67 Unrealized 0.0%
IWO ISHARES TR 0.1%
Value ($000) $0 Shares 1,590 Est. Cost $0.29 Unrealized
DGRW WISDOMTREE TR 0.1%
Value ($000) $0 Shares 8,299 Est. Cost $0.06 Unrealized
NAUTILUS INC 0.1%
Value ($000) $0 Shares 29,000 Est. Cost $0.02 Unrealized
ARKW ARK ETF TR 0.1%
Value ($000) $0 Shares 3,167 Est. Cost $0.15 Unrealized
EFG ISHARES TR 0.1%
Value ($000) $0 Shares 4,507 Est. Cost $0.10 Unrealized
CB CHUBB LIMITED 0.1%
Value ($000) $0 Shares 3,000 Est. Cost $155.25 Unrealized 0.0%
LAM RESEARCH CORP 0.1%
Value ($000) $0 Shares 730 Est. Cost $0.65 Unrealized
LINDE PLC 0.1%
Value ($000) $0 Shares 1,643 Est. Cost $0.29 Unrealized
C CITIGROUP INC 0.1%
Value ($000) $0 Shares 6,614 Est. Cost $59.30 Unrealized +5.8%
PPL PPL CORP 0.1%
Value ($000) $0 Shares 16,722 Est. Cost $23.38 Unrealized +3.9%
AOR ISHARES TR 0.1%
Value ($000) $0 Shares 8,360 Est. Cost $0.05 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $0 Shares 9,689 Est. Cost $32.43 Unrealized +4.8%
ORLY OREILLY AUTOMOTIVE INC 0.1%
Value ($000) $0 Shares 811 Est. Cost $35.87 Unrealized 0.0%
EEM ISHARES TR 0.1%
Value ($000) $0 Shares 8,266 Est. Cost $29.44 Unrealized
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $0 Shares 7,240 Est. Cost $50.24 Unrealized +8.7%
NOW SERVICENOW INC 0.1%
Value ($000) $0 Shares 823 Est. Cost $101.38 Unrealized 0.0%
VFC V F CORP 0.1%
Value ($000) $0 Shares 5,471 Est. Cost $83.35 Unrealized 0.0%
TAN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $0 Shares 4,967 Est. Cost $0.09 Unrealized
GPC GENUINE PARTS CO 0.1%
Value ($000) $0 Shares 3,477 Est. Cost $110.75 Unrealized 0.0%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $0 Shares 8,075 Est. Cost $0.05 Unrealized
ISRG INTUITIVE SURGICAL INC 0.1%
Value ($000) $0 Shares 470 Est. Cost $280.54 Unrealized 0.0%
APD AIR PRODS & CHEMS INC 0.1%
Value ($000) $0 Shares 1,485 Est. Cost $247.77 Unrealized +5.2%
VWO VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $0 Shares 7,859 Est. Cost $0.05 Unrealized
HEFA ISHARES TR 0.1%
Value ($000) $0 Shares 12,247 Est. Cost $25.79 Unrealized
ADI ANALOG DEVICES INC 0.1%
Value ($000) $0 Shares 2,455 Est. Cost $147.67 Unrealized 0.0%
FSK FS KKR CAP CORP 0.0%
Value ($000) $0 Shares 19,432 Est. Cost $11.05 Unrealized 0.0%
VLUE ISHARES TR 0.0%
Value ($000) $0 Shares 3,982 Est. Cost $0.10 Unrealized
PAVE GLOBAL X FDS 0.0%
Value ($000) $0 Shares 16,150 Est. Cost $0.03 Unrealized
TWLO TWILIO INC 0.0%
Value ($000) $0 Shares 1,043 Est. Cost $315.34 Unrealized +10.1%
FPXI FIRST TR EXCHANGE TRADED FD 0.0%
Value ($000) $0 Shares 6,000 Est. Cost $0.07 Unrealized
ELV ANTHEM INC 0.0%
Value ($000) $0 Shares 1,071 Est. Cost $303.98 Unrealized +18.0%
EATON VANCE TAX-MANAGED GLOB 0.0%
Value ($000) $0 Shares 37,450 Est. Cost $0.01 Unrealized
EFA ISHARES TR 0.0%
Value ($000) $0 Shares 5,165 Est. Cost $62.27 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.0%
Value ($000) $0 Shares 826 Est. Cost $0.48 Unrealized
ROBT FIRST TR EXCHANGE-TRADED FD 0.0%
Value ($000) $0 Shares 7,438 Est. Cost $0.05 Unrealized
DHR DANAHER CORPORATION 0.0%
Value ($000) $0 Shares 1,502 Est. Cost $217.14 Unrealized 0.0%
SOXX ISHARES TR 0.0%
Value ($000) $0 Shares 881 Est. Cost $0.32 Unrealized
HDV ISHARES TR 0.0%
Value ($000) $0 Shares 4,137 Est. Cost $0.09 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $0 Shares 17,780 Est. Cost $0.02 Unrealized
SOARING EAGLE ACQUISITION CO 0.0%
Value ($000) $0 Shares 37,399 Est. Cost $0.01 Unrealized
SCHE SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 12,024 Est. Cost $0.03 Unrealized
BOTZ GLOBAL X FDS 0.0%
Value ($000) $0 Shares 11,270 Est. Cost $0.03 Unrealized
BX BLACKSTONE GROUP INC 0.0%
Value ($000) $0 Shares 4,037 Est. Cost $76.25 Unrealized 0.0%
VMBS VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 7,319 Est. Cost $25.22 Unrealized
SDY SPDR SER TR 0.0%
Value ($000) $0 Shares 3,178 Est. Cost $71.20 Unrealized
DEO DIAGEO PLC 0.0%
Value ($000) $0 Shares 2,027 Est. Cost $0.19 Unrealized
J P MORGAN EXCHANGE-TRADED F 0.0%
Value ($000) $0 Shares 11,847 Est. Cost $17.91 Unrealized
FNX FIRST TR MID CAP CORE ALPHAD 0.0%
Value ($000) $0 Shares 3,851 Est. Cost $55.62 Unrealized
DON WISDOMTREE TR 0.0%
Value ($000) $0 Shares 9,118 Est. Cost $28.16 Unrealized
VBR VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 2,191 Est. Cost $0.12 Unrealized
WORKHORSE GROUP INC 0.0%
Value ($000) $0 Shares 22,879 Est. Cost $0.02 Unrealized
CCL CARNIVAL CORP 0.0%
Value ($000) $0 Shares 14,186 Est. Cost $25.30 Unrealized +10.7%
EATON VANCE TAX-MANAGED DIVE 0.0%
Value ($000) $0 Shares 26,521 Est. Cost $0.01 Unrealized
AES AES CORP 0.0%
Value ($000) $0 Shares 14,288 Est. Cost $22.19 Unrealized 0.0%
PH PARKER-HANNIFIN CORP 0.0%
Value ($000) $0 Shares 1,210 Est. Cost $291.08 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW 0.0%
Value ($000) $0 Shares 3,761 Est. Cost $76.58 Unrealized +9.5%
FIS FIDELITY NATL INFORMATION SV 0.0%
Value ($000) $0 Shares 2,601 Est. Cost $133.35 Unrealized 0.0%
CHIQ GLOBAL X FDS 0.0%
Value ($000) $0 Shares 10,368 Est. Cost $0.04 Unrealized
EEMV ISHARES INC 0.0%
Value ($000) $0 Shares 5,702 Est. Cost $57.83 Unrealized
ET ENERGY TRANSFER L P 0.0%
Value ($000) $0 Shares 34,187 Est. Cost $0.01 Unrealized
SCI SERVICE CORP INTL 0.0%
Value ($000) $0 Shares 6,756 Est. Cost $53.11 Unrealized 0.0%
FCX FREEPORT-MCMORAN INC 0.0%
Value ($000) $0 Shares 9,685 Est. Cost $31.22 Unrealized +17.0%
ETSY ETSY INC 0.0%
Value ($000) $0 Shares 1,732 Est. Cost $209.06 Unrealized -11.5%
GOVT ISHARES TR 0.0%
Value ($000) $0 Shares 13,376 Est. Cost $17.21 Unrealized
MGM MGM RESORTS INTERNATIONAL 0.0%
Value ($000) $0 Shares 8,342 Est. Cost $25.72 Unrealized +60.8%
AVGO BROADCOM INC 0.0%
Value ($000) $0 Shares 743 Est. Cost $41.80 Unrealized +0.6%
VBK VANGUARD INDEX FDS 0.0%
Value ($000) $0 Shares 1,209 Est. Cost $0.22 Unrealized
NVCR NOVOCURE LTD 0.0%
Value ($000) $0 Shares 1,575 Est. Cost $136.84 Unrealized +42.2%
DRAFTKINGS INC 0.0%
Value ($000) $0 Shares 6,696 Est. Cost $0.06 Unrealized
BNTX BIONTECH SE 0.0%
Value ($000) $0 Shares 1,547 Est. Cost $0.22 Unrealized
ETF MANAGERS TR 0.0%
Value ($000) $0 Shares 5,660 Est. Cost $0.06 Unrealized
CRWD CROWDSTRIKE HLDGS INC 0.0%
Value ($000) $0 Shares 1,364 Est. Cost $164.87 Unrealized +30.5%
MYOVANT SCIENCES LTD 0.0%
Value ($000) $0 Shares 15,000 Est. Cost $0.02 Unrealized
PANW PALO ALTO NETWORKS INC 0.0%
Value ($000) $0 Shares 903 Est. Cost $59.41 Unrealized -0.3%
SHW SHERWIN WILLIAMS CO 0.0%
Value ($000) $0 Shares 1,222 Est. Cost $262.94 Unrealized 0.0%
CMI CUMMINS INC 0.0%
Value ($000) $0 Shares 1,357 Est. Cost $223.48 Unrealized +2.2%
AMP AMERIPRISE FINL INC 0.0%
Value ($000) $0 Shares 1,326 Est. Cost $235.22 Unrealized 0.0%
GDX VANECK VECTORS ETF TR 0.0%
Value ($000) $0 Shares 9,670 Est. Cost $0.03 Unrealized
ALTO ALTO INGREDIENTS INC 0.0%
Value ($000) $0 Shares 53,678 Est. Cost $5.82 Unrealized 0.0%
BYND BEYOND MEAT INC 0.0%
Value ($000) $0 Shares 2,079 Est. Cost $145.97 Unrealized -8.9%
IWC ISHARES TR 0.0%
Value ($000) $0 Shares 2,127 Est. Cost $0.15 Unrealized
CL COLGATE PALMOLIVE CO 0.0%
Value ($000) $0 Shares 3,966 Est. Cost $68.45 Unrealized +7.3%
RDIV INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 7,818 Est. Cost $37.67 Unrealized
ROBO EXCHANGE TRADED CONCEPTS TR 0.0%
Value ($000) $0 Shares 4,903 Est. Cost $0.07 Unrealized
INVESCO EXCH TRD SLF IDX FD 0.0%
Value ($000) $0 Shares 12,448 Est. Cost $0.03 Unrealized
UGI UGI CORP NEW 0.0%
Value ($000) $0 Shares 6,802 Est. Cost $44.99 Unrealized 0.0%
SO SOUTHERN CO 0.0%
Value ($000) $0 Shares 5,188 Est. Cost $51.28 Unrealized +4.9%
FISKER INC 0.0%
Value ($000) $0 Shares 16,237 Est. Cost $0.02 Unrealized
DELL DELL TECHNOLOGIES INC 0.0%
Value ($000) $0 Shares 3,136 Est. Cost $37.85 Unrealized +21.5%
MCO MOODYS CORP 0.0%
Value ($000) $0 Shares 862 Est. Cost $320.24 Unrealized 0.0%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 2,996 Est. Cost $0.10 Unrealized
EL LAUDER ESTEE COS INC 0.0%
Value ($000) $0 Shares 968 Est. Cost $282.88 Unrealized 0.0%
PRNT ARK ETF TR 0.0%
Value ($000) $0 Shares 7,660 Est. Cost $0.04 Unrealized
AIR TRANSPORT SERVICES GRP I 0.0%
Value ($000) $0 Shares 13,076 Est. Cost $0.02 Unrealized
NSC NORFOLK SOUTHN CORP 0.0%
Value ($000) $0 Shares 1,142 Est. Cost $250.29 Unrealized 0.0%
MRVI MARAVAI LIFESCIENCES HLDGS I 0.0%
Value ($000) $0 Shares 7,181 Est. Cost $38.76 Unrealized 0.0%
IHI ISHARES TR 0.0%
Value ($000) $0 Shares 828 Est. Cost $0.33 Unrealized
MGV VANGUARD WORLD FD 0.0%
Value ($000) $0 Shares 3,005 Est. Cost $69.16 Unrealized
BIDU BAIDU INC 0.0%
Value ($000) $0 Shares 1,465 Est. Cost $0.20 Unrealized
OSK OSHKOSH CORP 0.0%
Value ($000) $0 Shares 2,390 Est. Cost $96.34 Unrealized +21.2%
APPS DIGITAL TURBINE INC 0.0%
Value ($000) $0 Shares 3,902 Est. Cost $73.08 Unrealized -2.4%
SPYV SPDR SER TR 0.0%
Value ($000) $0 Shares 7,463 Est. Cost $0.04 Unrealized
VONG VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 4,207 Est. Cost $0.07 Unrealized
IDEV ISHARES TR 0.0%
Value ($000) $0 Shares 4,350 Est. Cost $0.07 Unrealized
VOX VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 2,031 Est. Cost $0.14 Unrealized
LLY LILLY ELI & CO 0.0%
Value ($000) $0 Shares 1,272 Est. Cost $186.06 Unrealized +3.1%
AEP AMERICAN ELEC PWR CO INC 0.0%
Value ($000) $0 Shares 3,441 Est. Cost $72.72 Unrealized 0.0%
PSNL PERSONALIS INC 0.0%
Value ($000) $0 Shares 11,500 Est. Cost $30.23 Unrealized -24.3%
LIT GLOBAL X FDS 0.0%
Value ($000) $0 Shares 4,006 Est. Cost $0.07 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $0 Shares 2,439 Est. Cost $108.32 Unrealized 0.0%
EOG EOG RES INC 0.0%
Value ($000) $0 Shares 3,471 Est. Cost $62.84 Unrealized 0.0%
IDV ISHARES TR 0.0%
Value ($000) $0 Shares 8,813 Est. Cost $0.03 Unrealized
GEN NORTONLIFELOCK INC 0.0%
Value ($000) $0 Shares 10,460 Est. Cost $22.60 Unrealized 0.0%
VIACOMCBS INC 0.0%
Value ($000) $0 Shares 6,313 Est. Cost $0.05 Unrealized
VOOV VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $0 Shares 1,988 Est. Cost $98.34 Unrealized
EMB ISHARES TR 0.0%
Value ($000) $0 Shares 2,504 Est. Cost $83.97 Unrealized
WM WASTE MGMT INC DEL 0.0%
Value ($000) $0 Shares 2,004 Est. Cost $109.41 Unrealized +17.5%
HYMB SPDR SER TR 0.0%
Value ($000) $0 Shares 4,597 Est. Cost $0.06 Unrealized
SNOW SNOWFLAKE INC 0.0%
Value ($000) $0 Shares 1,146 Est. Cost $232.63 Unrealized 0.0%
LOGI LOGITECH INTL S A 0.0%
Value ($000) $0 Shares 2,286 Est. Cost $108.19 Unrealized 0.0%
DISCOVER FINL SVCS 0.0%
Value ($000) $0 Shares 2,331 Est. Cost $0.12 Unrealized
INMD INMODE LTD 0.0%
Value ($000) $0 Shares 2,900 Est. Cost $21.13 Unrealized +101.0%
RWJ INVESCO EXCH TRADED FD TR II 0.0%
Value ($000) $0 Shares 2,259 Est. Cost $0.12 Unrealized
BLACKROCK ENHANCED INTL DIV 0.0%
Value ($000) $0 Shares 41,550 Est. Cost $0.01 Unrealized
KMI KINDER MORGAN INC DEL 0.0%
Value ($000) $0 Shares 14,875 Est. Cost $13.72 Unrealized 0.0%
ACH OWENS & MINOR INC NEW 0.0%
Value ($000) $0 Shares 6,390 Est. Cost $31.26 Unrealized +24.4%
DE DEERE & CO 0.0%
Value ($000) $0 Shares 760 Est. Cost $342.83 Unrealized 0.0%
VOOG VANGUARD ADMIRAL FDS INC 0.0%
Value ($000) $0 Shares 1,020 Est. Cost $153.77 Unrealized
KMB KIMBERLY-CLARK CORP 0.0%
Value ($000) $0 Shares 2,005 Est. Cost $111.24 Unrealized +1.0%
XOP SPDR SER TR 0.0%
Value ($000) $0 Shares 2,757 Est. Cost $0.08 Unrealized
CHWY CHEWY INC 0.0%
Value ($000) $0 Shares 3,329 Est. Cost $77.32 Unrealized 0.0%
LULU LULULEMON ATHLETICA INC 0.0%
Value ($000) $0 Shares 721 Est. Cost $329.33 Unrealized 0.0%
MTW MANITOWOC CO INC 0.0%
Value ($000) $0 Shares 10,700 Est. Cost $16.53 Unrealized +44.1%
BNDX VANGUARD CHARLOTTE FDS 0.0%
Value ($000) $0 Shares 4,574 Est. Cost $0.06 Unrealized
XEL XCEL ENERGY INC 0.0%
Value ($000) $0 Shares 3,942 Est. Cost $54.03 Unrealized +10.9%
VEU VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $0 Shares 4,050 Est. Cost $0.06 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.0%
Value ($000) $0 Shares 3,074 Est. Cost $0.08 Unrealized
XLU SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 4,010 Est. Cost $0.06 Unrealized
RSG REPUBLIC SVCS INC 0.0%
Value ($000) $0 Shares 2,297 Est. Cost $101.09 Unrealized 0.0%
MUNI PIMCO ETF TR 0.0%
Value ($000) $0 Shares 4,455 Est. Cost $48.05 Unrealized
IYH ISHARES TR 0.0%
Value ($000) $0 Shares 924 Est. Cost $0.27 Unrealized
HYD VANECK VECTORS ETF TR 0.0%
Value ($000) $0 Shares 3,923 Est. Cost $61.17 Unrealized
GOOD WORKS ACQUISITION CORP 0.0%
Value ($000) $0 Shares 25,115 Est. Cost $0.01 Unrealized
ZTS ZOETIS INC 0.0%
Value ($000) $0 Shares 1,335 Est. Cost $166.50 Unrealized 0.0%
IQV IQVIA HLDGS INC 0.0%
Value ($000) $0 Shares 1,015 Est. Cost $230.90 Unrealized 0.0%
ENB ENBRIDGE INC 0.0%
Value ($000) $0 Shares 6,116 Est. Cost $28.64 Unrealized 0.0%
EW EDWARDS LIFESCIENCES CORP 0.0%
Value ($000) $0 Shares 2,338 Est. Cost $94.26 Unrealized 0.0%
VHT VANGUARD WORLD FDS 0.0%
Value ($000) $0 Shares 976 Est. Cost $0.25 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.0%
Value ($000) $0 Shares 155 Est. Cost $28.53 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $0 Shares 988 Est. Cost $222.12 Unrealized 0.0%
HMOP HARTFORD FDS EXCHANGE TRADED 0.0%
Value ($000) $0 Shares 5,682 Est. Cost $40.38 Unrealized
TLS TELOS CORP MD 0.0%
Value ($000) $0 Shares 7,018 Est. Cost $35.24 Unrealized -4.4%
PEJ INVESCO EXCHANGE TRADED FD T 0.0%
Value ($000) $0 Shares 4,539 Est. Cost $0.05 Unrealized
U UNITY SOFTWARE INC 0.0%
Value ($000) $0 Shares 2,140 Est. Cost $98.26 Unrealized 0.0%
BLACKROCK ENERGY & RES TR 0.0%
Value ($000) $0 Shares 23,765 Est. Cost $0.01 Unrealized
BLCN SIREN ETF TR 0.0%
Value ($000) $0 Shares 4,884 Est. Cost $0.05 Unrealized
PEG PUBLIC SVC ENTERPRISE GRP IN 0.0%
Value ($000) $0 Shares 3,885 Est. Cost $47.42 Unrealized +11.4%
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 2,811 Est. Cost $0.08 Unrealized
REDFIN CORP 0.0%
Value ($000) $0 Shares 3,650 Est. Cost $0.07 Unrealized
VEEV VEEVA SYS INC 0.0%
Value ($000) $0 Shares 742 Est. Cost $278.75 Unrealized 0.0%
SPMB SPDR SER TR 0.0%
Value ($000) $0 Shares 8,890 Est. Cost $0.03 Unrealized
GM GENERAL MTRS CO 0.0%
Value ($000) $0 Shares 3,855 Est. Cost $51.24 Unrealized +10.7%
TRILLIUM THERAPEUTICS INC 0.0%
Value ($000) $0 Shares 23,542 Est. Cost $0.01 Unrealized
FEP FIRST TR EXCH TRD ALPHDX FD 0.0%
Value ($000) $0 Shares 5,306 Est. Cost $0.04 Unrealized
KOMP SPDR SER TR 0.0%
Value ($000) $0 Shares 3,358 Est. Cost $0.07 Unrealized
XLRE SELECT SECTOR SPDR TR 0.0%
Value ($000) $0 Shares 5,048 Est. Cost $0.04 Unrealized
BLACKROCK SCIENCE & TECHNOLO 0.0%
Value ($000) $0 Shares 5,366 Est. Cost $0.04 Unrealized
BSX BOSTON SCIENTIFIC CORP 0.0%
Value ($000) $0 Shares 5,207 Est. Cost $42.07 Unrealized 0.0%
DG DOLLAR GEN CORP NEW 0.0%
Value ($000) $0 Shares 1,026 Est. Cost $195.56 Unrealized 0.0%
ARKQ ARK ETF TR 0.0%
Value ($000) $0 Shares 2,569 Est. Cost $0.08 Unrealized
SMOG VANECK VECTORS ETF TR 0.0%
Value ($000) $0 Shares 1,365 Est. Cost $0.16 Unrealized
SNAP SNAP INC 0.0%
Value ($000) $0 Shares 3,221 Est. Cost $60.02 Unrealized 0.0%
DLN WISDOMTREE TR 0.0%
Value ($000) $0 Shares 1,811 Est. Cost $0.11 Unrealized
NNDM NANO DIMENSION LTD 0.0%
Value ($000) $0 Shares 25,200 Est. Cost $0.01 Unrealized
SHV ISHARES TR 0.0%
Value ($000) $0 Shares 1,882 Est. Cost $0.11 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.0%
Value ($000) $0 Shares 1,060 Est. Cost $150.03 Unrealized 0.0%
PLANTRONICS INC NEW 0.0%
Value ($000) $0 Shares 4,953 Est. Cost $0.04 Unrealized
DDOG DATADOG INC 0.0%
Value ($000) $0 Shares 1,953 Est. Cost $90.34 Unrealized 0.0%
EXAS EXACT SCIENCES CORP 0.0%
Value ($000) $0 Shares 1,629 Est. Cost $119.35 Unrealized 0.0%
DBEF DBX ETF TR 0.0%
Value ($000) $0 Shares 5,402 Est. Cost $0.04 Unrealized
JHMM JOHN HANCOCK EXCHANGE TRADED 0.0%
Value ($000) $0 Shares 3,923 Est. Cost $0.05 Unrealized
AXON AXON ENTERPRISE INC 0.0%
Value ($000) $0 Shares 1,140 Est. Cost $147.22 Unrealized 0.0%
XME SPDR SER TR 0.0%
Value ($000) $0 Shares 4,669 Est. Cost $0.04 Unrealized
SYK STRYKER CORPORATION 0.0%
Value ($000) $0 Shares 773 Est. Cost $243.53 Unrealized 0.0%
SCHH SCHWAB STRATEGIC TR 0.0%
Value ($000) $0 Shares 4,368 Est. Cost $0.04 Unrealized
RLJ RLJ LODGING TR 0.0%
Value ($000) $0 Shares 13,050 Est. Cost $0.02 Unrealized
XERIS PHARMACEUTICALS INC 0.0%
Value ($000) $0 Shares 48,500 Est. Cost $0.00 Unrealized
BLACKROCK ENHANCED GLOBAL DI 0.0%
Value ($000) $0 Shares 14,624 Est. Cost $0.01 Unrealized
CLLS CELLECTIS S A 0.0%
Value ($000) $0 Shares 11,641 Est. Cost $0.02 Unrealized
BLACKROCK 2022 GBL INCM OPP 0.0%
Value ($000) $0 Shares 18,500 Est. Cost $6.99 Unrealized
INVESCO DYNAMIC CR OPPORTUNI 0.0%
Value ($000) $0 Shares 13,735 Est. Cost $0.01 Unrealized
DNABW SOARING EAGLE ACQUISITION CO 0.0%
Value ($000) $0 Shares 47,696 Est. Cost $0.00 Unrealized
SDCCQ SMILEDIRECTCLUB INC 0.0%
Value ($000) $0 Shares 17,734 Est. Cost $11.74 Unrealized -21.4%
HL HECLA MNG CO 0.0%
Value ($000) $0 Shares 18,533 Est. Cost $7.34 Unrealized 0.0%
CLOVIS ONCOLOGY INC 0.0%
Value ($000) $0 Shares 22,000 Est. Cost $0.01 Unrealized
XHITX INVESCO HIG INCM 2023 TARG T 0.0%
Value ($000) $0 Shares 12,800 Est. Cost $0.01 Unrealized
DESKTOP METAL INC 0.0%
Value ($000) $0 Shares 10,500 Est. Cost $0.01 Unrealized
TRITERRAS INC 0.0%
Value ($000) $0 Shares 15,627 Est. Cost $0.01 Unrealized
FIRST TR SR FLOATING RATE 20 0.0%
Value ($000) $0 Shares 11,000 Est. Cost $0.01 Unrealized
TEMPLETON EMERGING MKTS INCO 0.0%
Value ($000) $0 Shares 11,350 Est. Cost $0.01 Unrealized
QUIK QUICKLOGIC CORP 0.0%
Value ($000) $0 Shares 12,311 Est. Cost $3.11 Unrealized +109.7%
DRIVE SHACK INC 0.0%
Value ($000) $0 Shares 26,950 Est. Cost $0.00 Unrealized
PIMCO HIGH INCOME FD 0.0%
Value ($000) $0 Shares 12,678 Est. Cost $4.96 Unrealized
KAYNE ANDERSON NEXTGEN ENRGY 0.0%
Value ($000) $0 Shares 10,900 Est. Cost $0.01 Unrealized
INVESCO SR INCOME TR 0.0%
Value ($000) $0 Shares 16,000 Est. Cost $4.19 Unrealized
EGLXF ENTHUSIAST GAMING HLDGS INC 0.0%
Value ($000) $0 Shares 12,000 Est. Cost $6.94 Unrealized 0.0%
EKSO BIONICS HLDGS INC 0.0%
Value ($000) $0 Shares 12,170 Est. Cost $0.01 Unrealized
NEUBERGER BERMAN MLP & ENERG 0.0%
Value ($000) $0 Shares 13,226 Est. Cost $0.00 Unrealized
ENERGOUS CORP 0.0%
Value ($000) $0 Shares 20,736 Est. Cost $0.00 Unrealized
SACH SACHEM CAP CORP 0.0%
Value ($000) $0 Shares 10,000 Est. Cost $0.01 Unrealized
OPK OPKO HEALTH INC 0.0%
Value ($000) $0 Shares 11,122 Est. Cost $2.04 Unrealized +91.9%
ZOMDF ZOMEDICA CORP 0.0%
Value ($000) $0 Shares 52,264 Est. Cost $0.93 Unrealized 0.0%
MUSCLE MAKER INC 0.0%
Value ($000) $0 Shares 30,000 Est. Cost $0.00 Unrealized
FORTRESS BIOTECH INC 0.0%
Value ($000) $0 Shares 10,940 Est. Cost $1.75 Unrealized
SOCIAL LEVERAGE ACQUISN CORP 0.0%
Value ($000) $0 Shares 27,270 Est. Cost $0.00 Unrealized
SUNDIAL GROWERS INC 0.0%
Value ($000) $0 Shares 21,046 Est. Cost $0.00 Unrealized
TWITTER INC 0.0%
Value ($000) $0 Shares 13,000 Est. Cost $0.00 Unrealized